Counting Down to 2019 Year-End Tasks As summer is coming to a close, we are busy verifying deadlines, completing the year-end guides, and preparing for training here at CU*Answers. While Year-End Processing Guides won’t be arriving to your credit union until later in the fall, we wanted to send a reminder to your credit union… Read more »
ATTENTION CU*ANSWERS STOCKHOLDERS You’re gonna love this stocking stuffer! Your Ownership Dividend Check! You will receive your payment via a mailed check (directed to your credit union CEO) within the next week or via ACH on December 21, depending on which payment option you selected. To view our 2018 Audited Financials, ACH Audit and obtain… Read more »
ATTENTION CREDIT UNIONS THAT USE SUBSTITUTE 1099s: From: Xtend To: You Take advantage of our FREE offer to notify your members that they will receive year-end tax information on their statements. To take advantage of this free offer, just click the button below and fill out our form by Wednesday, November 28th. We will then… Read more »
Make sure to complete your November year-end tasks! No Later Than Monday, November 5 Online Credit Unions Confirm year-end instructions by accessing and completing Tool #916 Update Tax Form Handling Instructions Self-Processing Credit Unions Confirm tax form archival instructions by completing the Tax Forms Archival Instructions form Check on the other November deadlines and more in the… Read more »
It’s that time of year again! We are busy verifying deadlines, completing the year-end guides, and preparing for training here at CU*Answers. Like previous years, a preview of the Year-End Processing Guide will first be available online by Friday, November 2. Your credit union’s printed copy will arrive shortly thereafter. This is important to note… Read more »
ATTENTION CU*ANSWERS STOCKHOLDERS You’re gonna love this stocking stuffer! Your Ownership Dividend Check! You will receive your payment via a mailed check (directed to your credit union CEO) within the next week or via ACH today, December 21, depending on which payment option you selected. To view our 2017 financials, ACH Audit and obtain a… Read more »
Changes are coming this year-end for 1098 tax forms, and the way your collateral records are set up will affect what your members will see on their forms. Are you ready? What is new? Due to the modification of reporting requirements in IRS publication 1220, if more than one property is securing a mortgage, the… Read more »
ATTENTION CREDIT UNIONS THAT USE SUBSTITUTE 1099s: From: Xtend To: You Take advantage of our FREE offer to notify your members that they will receive year-end tax information on their statements. To take advantage of this free offer, just click the button below and fill out our form by Monday, November 27th. We will then… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: (Data processing coordinators, accounting managers, and IRA/HSA coordinators) For Online Credit Unions: NOVEMBER November 6 Make a decision on whether or not you wish to print substitute 1099-INT forms on member statements Update the Tax Forms Handling Instructions screen in CU*BASE Even if you do not need… Read more »
Presented by the Client Services and Education team, these FREE Year-End Trainings will help you learn how to plan for year-end processing. Follow the link below to register. Year-End training for online and self-processing credit unions will be held on: Thursday, November 16, 3:00 PM – 4:30 PM ET Thursday, December 7, 3:00 PM –… Read more »
Wednesday, August 28 | 11:00 AM – 11:30 AM ET
This Month’s Focus:
Online Banking Apps & Requests from within CU*BASE
Join Kristian Daniel as he explains how to work with online banking apps and requests from within CU*BASE.
Want to watch or share the 2019 Leadership Conference videos? They’re available on the web and you can view them at cuatv.com. Check Them Out!
CU*Answers at its core is a cooperative organization. We are constantly pushing what it means to be a transparent CUSO. This year we have decided our next step is to get you engaged, we want to hear your voice, the Owner’s Voice. Vote Now!
